Lecture 3 - Freight market basics - supply and demand

Welcome

In this lecture, we will begin with a general overview of supply and demand dynamics that are applicable across various markets. Next, we will introduce the characteristics that define a perfectly competitive market and discuss the arguments suggesting that certain shipping markets exhibit these traits.

In the second portion of our lecture, we will explore how supply and demand dynamics influence freight rates. We'll also examine how the shipping industry adjusts to over-supply and under-supply in the short run and long run to reach equilibrium.

Finally, we will dedicate time to analyze the relationship between freight rates and supply and demand metrics, drawing upon real data.

What you’ll learn from this lecture

  • Intro into supply and demand of shipping markets
  • Microeconomics of freight rate
  • Are there perfectly competitive markets in shipping?
  • Analytics of supply and demand dynamics

Learning Outcomes

Skills
  • Finds, synthesizes, and presents information on the international shipping
  • Can communicate with industry practitioners using correct terminology
Competency
  • Translates statistics into managerial insight
  • Exchanges opinions and experiences with others with a background in the field
Knowledge
  • Understands the economic mechanisms driving international shipping markets
  • Understand the main results in recent research within shipping economics and analytics

Stopford, M. (2009). Supply, Demand and Freight Rates. In Maritime economics (3rd ed.) (pp. 135-174) Routledge.

Adland, R. Cariou, P., & Wolff, F.-C. (2016). The influence of charterers and owners on bulk shipping freight rates. Transportation Research. Part E, Logistics and Transportation Review, 86, 69–82

Pensum

Operational disruptions. The Red Sea crisis